$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
First Vice President–Wealth Management
Financial Advisor
I hold a Series 7 and 66 Securities license as well as other licenses to offer insurance. In 2012 I earned the Certified Financial Planner designation. In 1994 I earned my B.A. from Miami University and further expanded my studies by earning an M.A. in Training and Development from Xavier University. Before joining UBS I spent 10 years in the non profit arena. Several years ago I happily joined my father, John Galvin's practice at UBS Financial Services. My husband, Tony, and I keep busy chasing our preschool twins, Aiden and Lucy.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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